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Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $635,076 | $90,590+601.0% | $90,782+599.6% | $135,382+369.1% |
| Participation rate | 80.0% | 83.7%-3.7pp | 82.7%-2.7pp | 82.6%-2.6pp |
| Annual return | -1.21% | -3.40%+2.2pp | -3.42%+2.2pp | 519.77%-521.0pp |
| Employer contribution / active EE | $6,503 | $4,352+49.4% | $4,105+58.4% | $4,779+36.1% |
| Participant deferral / active EE | $0 | $5,407-100.0% | $5,366-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $7,683-100.0% | $5,908-100.0% | $10,829-100.0% |